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Alchemi Wealth’s Clough Hedged Equity ETF CBLS Stock Holding History

Alchemi Wealth’s Portfolio CBLS Stock Details CBLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
13,819
-260
-2% -$8.33K 0.22% 96
2026
Q1 		$404K Hold
14,079
– – 0.22% 102
2025
Q4 		$387K Buy
+14,079
New +$396K 0.21% 98

Other funds holding CBLS

WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Alchemi Wealth's CBLS Position: Q2 2026 in Review

Alchemi Wealth reduced its Clough Hedged Equity ETF (CBLS) stake by 1.8% in Q2 2026, selling an estimated $8.33K and leaving 13,819 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #96.

Alchemi Wealth first reported a position in CBLS in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

  • Alchemi Wealth held 13,819 shares of Clough Hedged Equity ETF worth $471K as of Q2 2026.
  • Alchemi Wealth sold 260 Clough Hedged Equity ETF shares in Q2 2026, an estimated $8.33K.
  • Clough Hedged Equity ETF made up 0.22% of Alchemi Wealth's portfolio in Q2 2026, its #96 holding.
  • Alchemi Wealth first reported a position in Clough Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.